Filed November 11, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $12,000 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,684 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,549 | $70,908+60.1% | $98,907+14.8% | $73,488+54.5% |
| Participation rate | 99.2% | 73.8%+25.4pp | 76.0%+23.1pp | 70.7%+28.5pp |
| Annual return | 14.66% | 34.17%-19.5pp | 196.43%-181.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $4,920 | $2,036+141.6% | $2,689+83.0% | $2,270+116.7% |
| Participant deferral / active EE | $7,168 | $3,500+104.8% | $4,244+68.9% | $3,740+91.7% |
| Admin fee / account holder | $130 | $535-75.6% | $6,642-98.0% | $513-74.6% |